国信证券(香港)·资讯日报 资讯日报：港股三大指数强势收涨 股票市场概览 港股市场表现 美股市场表现 2025 年 8 月 26 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 单日 涨跌（%） | 周涨跌 （%） | 年初至今 涨跌（%） | | --- | --- | --- | --- | --- | | 恒生科技 5825.09 | | 3.14 | 3.14 | 29.43 | | 恒生指数 25829.91 | | 1.94 | 1.94 | 28.88 | | 上证指数 3883.56 | | 1.51 | 1.51 | 13.98 | | 日经225 42807.82 | | 0.41 | 0.41 | 7.30 | | 富时新加坡海峡指数 4256.49 | | 0.08 | 0.08 | 12.14 | | 纳斯达克指数 21449.29 | | (0.22) | (0.22) | 10.07 | | 德国DAX 24273.12 | | (0.37) | (0.37) | 21.92 | | 标普500 6439.32 | | (0.43) | (0.43) | 9.0 ...

Market Overview - A total of 74 stocks in the A-share market hit the daily limit, with 61 stocks after excluding 13 ST stocks, resulting in a limit-up rate of 70.48% [1] Limit-Up Stocks - The highest limit-up order volume was for Jishi Media at 456,900 hands, followed by Beixin Road and Bridge, Ningbo Yunsheng, and Zhongchao Holdings with 247,800 hands, 233,900 hands, and 204,800 hands respectively [2] - *ST Yushun achieved 6 consecutive limit-ups, while Guoji Precision and others had 5 consecutive limit-ups [2] Key Stocks and Financial Performance - Ningbo Yunsheng's limit-up order funds exceeded 339 million yuan, with a projected net profit of 90 million to 135 million yuan for the first half of the year, representing a year-on-year growth of 133.55% to 250.33% [3] - The company focuses on the new energy vehicle, consumer electronics, and industrial applications, and is a leading player in the rare earth permanent magnet materials sector [3] Regional Stocks - Several stocks from Xinjiang, including Xinjiang Communications Construction, Tianshan Shares, and Guotong Shares, also hit the limit, driven by the establishment of a new railway company by China National Railway Group [4][5] Satellite Internet Sector - Stocks such as Deen Precision and Wantong Development surged following the successful launch of low-orbit satellite internet satellites [7] - Wantong Development's subsidiary focuses on microwave and millimeter-wave chips for satellite internet and 5G applications [8] Liquid Cooling Servers - Stocks like Rihai Intelligent and Yingweike saw limit-ups, with Rihai Intelligent offering liquid cooling server cabinets [9][10] Institutional and Retail Investment Trends - Institutional net purchases were led by Zhongxin Fluorine Materials with over 260 million yuan, followed by Guoji Precision and Ashi Creation [11][13] - Retail investors showed net selling in stocks like Huasheng Tiancai and Furi Electronics [15]

Market Overview - On June 9, the A-share market experienced a rebound, with the Shanghai Composite Index returning to 3400 points, closing up 0.43% [1] - The Shenzhen Component Index rose by 0.65%, and the ChiNext Index increased by 1.07%, with over 4100 stocks in the market rising [1] - The total trading volume in the Shanghai and Shenzhen markets was 12,864.11 billion RMB, showing an increase compared to the previous trading day [2] Sector Performance - The Hong Kong stock market showed strong performance, with the Hang Seng Technology Index rising by 2.78%, and southbound funds net buying 717 million HKD throughout the day [4] - In terms of sector performance, the pharmaceutical and biological sector led with a 2.30% increase, followed by agriculture, forestry, animal husbandry, and fishery at 1.72%, and textiles and apparel at 1.61%. The food and beverage sector saw a decline of 0.43% [6] Industry Highlights - The Chinese innovative drug sector performed better than market expectations at the 2025 American Society of Clinical Oncology (ASCO) annual meeting, with domestic pharmaceutical companies securing significant global licensing deals, supporting the strength of innovative drug concept stocks [7] - The domestic pharmaceutical industry is entering a phase of innovation results realization after over a decade of substantial capital investment, transitioning from rapid following to becoming a global supplier of innovative therapies [7] - The defense and military industry is expected to see new growth opportunities due to the evolving global political landscape, with increased defense spending being a necessity in the current era [8] Investment Opportunities - The pharmaceutical sector is viewed positively for its high-quality development driven by innovation, with a recommendation to focus on data disclosures from the June ADA conference [7] - The defense industry is recommended for investment in companies closely related to exports, as domestic demand and foreign trade are expected to drive high growth in this sector [8]